Tower Wealth Partners as of Sept. 30, 2025
Portfolio Holdings for Tower Wealth Partners
Tower Wealth Partners holds 90 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Victory Portfolios Ii Victoryshs Us (VSMV) | 12.3 | $22M | 416k | 53.66 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 11.5 | $21M | 201k | 104.51 | |
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 11.0 | $20M | 495k | 40.35 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 9.1 | $17M | 253k | 65.26 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 9.1 | $17M | 325k | 50.78 | |
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 6.4 | $12M | 351k | 33.42 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 6.0 | $11M | 247k | 44.57 | |
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 3.4 | $6.3M | 161k | 38.85 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.8 | $3.2M | 70k | 46.24 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $3.2M | 9.8k | 328.17 | |
| Apple (AAPL) | 1.6 | $2.8M | 11k | 254.63 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 1.5 | $2.8M | 51k | 55.33 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $2.6M | 4.3k | 600.37 | |
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.0 | $1.9M | 51k | 37.19 | |
| Procter & Gamble Company (PG) | 0.9 | $1.7M | 11k | 153.65 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $1.7M | 15k | 112.75 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $1.6M | 19k | 82.96 | |
| Microsoft Corporation (MSFT) | 0.8 | $1.5M | 3.0k | 517.98 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.8 | $1.5M | 15k | 99.53 | |
| Home Depot (HD) | 0.8 | $1.4M | 3.4k | 405.19 | |
| PPL Corporation (PPL) | 0.7 | $1.3M | 36k | 37.16 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.7 | $1.3M | 15k | 85.34 | |
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.7 | $1.2M | 23k | 53.99 | |
| Amazon (AMZN) | 0.7 | $1.2M | 5.5k | 219.57 | |
| Meta Platforms Cl A (META) | 0.5 | $984k | 1.3k | 734.38 | |
| American Express Company (AXP) | 0.4 | $797k | 2.4k | 332.16 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $793k | 1.6k | 502.74 | |
| Visa Com Cl A (V) | 0.4 | $693k | 2.0k | 341.38 | |
| Goldman Sachs (GS) | 0.4 | $687k | 862.00 | 796.35 | |
| International Business Machines (IBM) | 0.4 | $684k | 2.4k | 282.16 | |
| McDonald's Corporation (MCD) | 0.4 | $674k | 2.2k | 303.89 | |
| At&t (T) | 0.3 | $632k | 22k | 28.24 | |
| Johnson & Johnson (JNJ) | 0.3 | $561k | 3.0k | 185.42 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $559k | 1.8k | 315.43 | |
| TJX Companies (TJX) | 0.3 | $534k | 3.7k | 144.54 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $532k | 1.9k | 279.29 | |
| Amphenol Corp Cl A (APH) | 0.3 | $526k | 4.3k | 123.75 | |
| Broadcom (AVGO) | 0.3 | $521k | 1.6k | 329.91 | |
| Caterpillar (CAT) | 0.3 | $520k | 1.1k | 477.15 | |
| Chevron Corporation (CVX) | 0.3 | $505k | 3.3k | 155.29 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $498k | 3.0k | 167.33 | |
| Cme (CME) | 0.3 | $494k | 1.8k | 270.19 | |
| Merck & Co (MRK) | 0.3 | $494k | 5.9k | 83.93 | |
| Tri-Continental Corporation (TY) | 0.3 | $491k | 14k | 34.00 | |
| Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) | 0.3 | $477k | 9.5k | 50.44 | |
| Verizon Communications (VZ) | 0.3 | $461k | 11k | 43.95 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.2 | $433k | 4.7k | 91.75 | |
| NVIDIA Corporation (NVDA) | 0.2 | $422k | 2.3k | 186.58 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $416k | 4.3k | 97.08 | |
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.2 | $416k | 8.6k | 48.19 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $409k | 1.7k | 243.10 | |
| Flex Ord (FLEX) | 0.2 | $405k | 7.0k | 57.97 | |
| Oneok (OKE) | 0.2 | $401k | 5.5k | 72.96 | |
| Republic Services (RSG) | 0.2 | $390k | 1.7k | 229.48 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $373k | 761.00 | 490.38 | |
| Abbvie (ABBV) | 0.2 | $363k | 1.6k | 231.54 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $333k | 1.8k | 182.42 | |
| Williams Companies (WMB) | 0.2 | $324k | 5.1k | 63.35 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $318k | 2.2k | 143.18 | |
| Corning Incorporated (GLW) | 0.2 | $314k | 3.8k | 82.03 | |
| Amgen (AMGN) | 0.2 | $309k | 1.1k | 282.20 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $303k | 452.00 | 669.30 | |
| Sea Sponsord Ads (SE) | 0.2 | $294k | 1.6k | 178.73 | |
| Costco Wholesale Corporation (COST) | 0.2 | $290k | 313.00 | 925.63 | |
| Automatic Data Processing (ADP) | 0.2 | $277k | 942.00 | 293.50 | |
| PNC Financial Services (PNC) | 0.1 | $273k | 1.4k | 200.93 | |
| Wec Energy Group (WEC) | 0.1 | $268k | 2.3k | 114.59 | |
| Ralph Lauren Corp Cl A (RL) | 0.1 | $264k | 843.00 | 313.56 | |
| Honeywell International (HON) | 0.1 | $260k | 1.2k | 210.50 | |
| Reddit Cl A (RDDT) | 0.1 | $260k | 1.1k | 229.99 | |
| Agnico (AEM) | 0.1 | $259k | 1.5k | 168.56 | |
| Emcor (EME) | 0.1 | $259k | 398.00 | 649.54 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $258k | 3.6k | 70.98 | |
| F5 Networks (FFIV) | 0.1 | $257k | 794.00 | 323.19 | |
| Applovin Corp Com Cl A (APP) | 0.1 | $252k | 350.00 | 718.54 | |
| Weis Markets (WMK) | 0.1 | $250k | 3.5k | 71.87 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $247k | 187.00 | 1318.02 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $246k | 2.0k | 123.72 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $240k | 1.9k | 128.24 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $239k | 967.00 | 246.60 | |
| Coca-Cola Company (KO) | 0.1 | $232k | 3.5k | 66.32 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $231k | 715.00 | 323.58 | |
| Essential Utils (WTRG) | 0.1 | $225k | 5.6k | 39.90 | |
| Rbc Cad (RY) | 0.1 | $220k | 1.5k | 147.32 | |
| Cardinal Health (CAH) | 0.1 | $215k | 1.4k | 156.96 | |
| Uber Technologies (UBER) | 0.1 | $215k | 2.2k | 97.97 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $212k | 1.3k | 159.89 | |
| Air Products & Chemicals (APD) | 0.1 | $211k | 774.00 | 272.72 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $211k | 370.00 | 568.81 | |
| Watsco, Incorporated (WSO) | 0.1 | $207k | 513.00 | 404.30 |
